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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1276
Connecticut Wealth Management
Connecticut
$909K – – –
NI
1277
Natural Investments
California
$892K +$162K +239 +27%
WCM
1278
Weaver Capital Management
Georgia
$888K +$9.47K +14 +1%
PCG
1279
PFC Capital Group
California
$886K -$102K -150 -12%
SIM
1280
Stratos Investment Management
Ohio
$885K +$491K +725 +182%
RMCM
1281
Reynders McVeigh Capital Management
Massachusetts
$884K +$677 +1 +0.1%
EB
1282
Eastern Bank
Massachusetts
$881K -$14.2K -21 -2%
PT
1283
Plimoth Trust
Massachusetts
$879K -$18.3K -27 -2%
VW
1284
Vance Wealth
California
$879K +$10.8K +16 +1%
BCG
1285
Breakwater Capital Group
New Jersey
$875K -$30.5K -45 -4%
1SB
1286
1ST Source Bank
Indiana
$854K – – –
AT
1287
American Trust
Kentucky
$853K -$108K -160 -13%
MWM
1288
MorganRosel Wealth Management
Colorado
$851K +$120K +178 +20%
MA
1289
MONECO Advisors
Connecticut
$848K +$12.2K +18 +2%
ECA
1290
Elevated Capital Advisors
Utah
$844K – – –
HIM
1291
Hanlon Investment Management
New Jersey
$844K +$725K +1,071 New
KWM
1292
KFG Wealth Management
Indiana
$836K +$31.8K +47 +5%
DO
1293
denkapparat Operations
Germany
$830K +$713K +1,054 New
PWS
1294
Precision Wealth Strategies
Missouri
$827K +$711K +1,050 New
RDWM
1295
Red Door Wealth Management
Tennessee
$827K +$711K +1,050 New
SHFA
1296
SS&H Financial Advisors
Michigan
$824K -$92.7K -137 -12%
BCM
1297
Barden Capital Management
Texas
$824K +$708K +1,046 New
VCA
1298
Verdence Capital Advisors
Maryland
$822K +$14.2K +21 +2%
FAN
1299
Financial Advisors Network
California
$820K +$52.1K +77 +8%
HBT
1300
Hills Bank & Trust
Iowa
$816K +$59.6K +88 +9%
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